Mission Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
8,578
-640
| -7% | -$80.1K | 0.02% | 309 |
|
|
2025
Q4 | $1.06M | Hold |
9,218
| – | – | 0.02% | 321 |
|
|
2025
Q3 | $1.04M | Buy |
9,218
+43
| +0.5% | +$4.71K | 0.02% | 325 |
|
|
2025
Q2 | $952K | Sell |
9,175
-627
| -6% | -$65.2K | 0.02% | 337 |
|
|
2025
Q1 | $1.07M | Buy |
9,802
+1,166
| +14% | +$118K | 0.03% | 288 |
|
|
2024
Q4 | $796K | Buy |
8,636
+840
| +11% | +$81.3K | 0.02% | 332 |
|
|
2024
Q3 | $800K | Buy |
7,796
+3,241
| +71% | +$316K | 0.02% | 335 |
|
|
2024
Q2 | $400K | Sell |
4,555
-679
| -13% | -$59.4K | 0.01% | 467 |
|
|
2024
Q1 | $451K | Buy |
5,234
+722
| +16% | +$58.7K | 0.01% | 461 |
|
|
2023
Q4 | $366K | Sell |
4,512
-6
| -0.1% | -$466 | 0.01% | 436 |
|
|
2023
Q3 | $340K | Sell |
4,518
-170
| -4% | -$13.8K | 0.01% | 423 |
|
|
2023
Q2 | $395K | Buy |
4,688
+794
| +20% | +$70.1K | 0.01% | 397 |
|
|
2023
Q1 | $354K | Sell |
3,894
-166
| -4% | -$15.2K | 0.01% | 410 |
|
|
2022
Q4 | $386K | Sell |
4,060
-112
| -3% | -$10.2K | 0.02% | 376 |
|
|
2022
Q3 | $361K | Sell |
4,172
-167
| -4% | -$16.5K | 0.02% | 352 |
|
|
2022
Q2 | $416K | Buy |
4,339
+454
| +12% | +$45K | 0.02% | 338 |
|
|
2022
Q1 | $387K | Sell |
3,885
-14
| -0.4% | -$1.28K | 0.02% | 365 |
|
|
2021
Q4 | $347K | Buy |
3,899
+432
| +12% | +$36.4K | 0.02% | 397 |
|
|
2021
Q3 | $281K | Sell |
3,467
-1,056
| -23% | -$92.2K | 0.01% | 426 |
|
|
2021
Q2 | $383K | Buy |
4,523
+209
| +5% | +$18K | 0.02% | 342 |
|
|
2021
Q1 | $365K | Sell |
4,314
-127
| -3% | -$10.2K | 0.02% | 320 |
|
|
2020
Q4 | $370K | Buy |
4,441
+314
| +8% | +$27.2K | 0.02% | 299 |
|
|
2020
Q3 | $337K | Sell |
4,127
-1,616
| -28% | -$133K | 0.03% | 259 |
|
|
2020
Q2 | $457K | Buy |
5,743
+665
| +13% | +$54.3K | 0.04% | 195 |
|
|
2020
Q1 | $406K | Sell |
5,078
-49
| -1% | -$4.63K | 0.04% | 177 |
|
|
2019
Q4 | $485K | Buy |
5,127
+106
| +2% | +$9.79K | 0.05% | 187 |
|
|
2019
Q3 | $470K | Buy |
5,021
+2
| +0% | +$182 | 0.05% | 176 |
|
|
2019
Q2 | $442K | Sell |
5,019
-105
| -2% | -$9.05K | 0.05% | 182 |
|
|
2019
Q1 | $429K | Buy |
5,124
+1,993
| +64% | +$159K | 0.05% | 188 |
|
|
2018
Q4 | $234K | Buy |
+3,131
| New | +$235K | 0.03% | 234 |
|
|
2018
Q1 | – | Sell |
-4,200
| Closed | -$309K | – | 238 |
|
|
2017
Q4 | $309K | Buy |
+4,200
| New | +$314K | 0.05% | 151 |
|
Other funds holding AEP
VCM
VPM
Mission Wealth Management's AEP Position: Q1 2026 in Review
Mission Wealth Management reduced its American Electric Power (AEP) stake by 6.9% in Q1 2026, selling an estimated $80.1K and leaving 8,578 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #309.
Mission Wealth Management first reported a position in AEP in Q4 2017 and has held it in 31 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Mission Wealth Management held 8,578 shares of American Electric Power worth $1.12M as of Q1 2026.
- Mission Wealth Management sold 640 American Electric Power shares in Q1 2026, an estimated $80.1K.
- American Electric Power made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #309 holding.
- Mission Wealth Management first reported a position in American Electric Power in Q4 2017 and has held it in 31 quarters since.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.